Bio
- Education/Training
- MBA, Environmental Entrepreneurship, New College of California
- AIF®, Accredited Investment Fiduciary, Center for Fiduciary Studies
- MA, Humanities and Leadership, New College of California
- BA, Sustainable Community Development, Prescott College
- CERTIFIED FINANCIAL PLANNER™ Certification
- Professional Affiliations
- Professional Member, First Affirmative Financial Network
- Member, Garrett Planning Network
- Member, Financial Planning Association
- Member, Social Investment Forum
- Member, Coop America
- Member, Sustainable Business Network of Portland
- Professional Member, Net Impact
Charles Carroll CFP®, MBA, MA, AIF®, came to financial planning after a 12-year career as a river guide, watershed advocate and wilderness educator. His passion for wild places and the environment led him to pursue studies in Sustainable Community Development and Sustainable Business. After earning his MBA, Charles worked on projects ranging from developing a citizens water quality monitoring plan to helping entrepreneurs develop and write business plans. Charles’s interest in financial planning was piqued after fielding numerous requests for financial and sustainable investing advice from friends and colleagues after earning his MBA.
Before starting New Outlook, Charles worked for Madeline Moore Financial Planning, one of the only other fee-only, hourly, socially responsible financial planners in Portland, Oregon.
Charles’s passion for financial planning comes from his desire to support people in their efforts to lead the kind of life they want to lead. Charles’s goal is to help his clients have money be a positive influence in their lives and in the world. He brings a relaxed, approachable style and a wonderful sense of humor to his work as a financial planner.
New Outlook Financial, LLC 813 SW Alder Street Suite 410 Portland, Oregon 97205 503-621-2039 info@new-outlook.com
